See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,046 | $86,944-82.7% | $107,525-86.0% | $74,304-79.8% |
| Participation rate | 92.5% | 59.6%+33.0pp | 75.1%+17.4pp | 60.3%+32.2pp |
| Annual return | 23.14% | 23.52%-0.4pp | 181.32%-158.2pp | 29.43%-6.3pp |
| Employer contribution / active EE | $2,756 | $2,7570% | $3,754-26.6% | $2,241+23.0% |
| Participant deferral / active EE | $3,407 | $3,554-4.1% | $5,116-33.4% | $3,767-9.6% |
| Admin fee / account holder | $547 | $3,727-85.3% | $8,919-93.9% | $2,969-81.6% |